Crown Consulting, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Crown Consulting, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Crown Consulting, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Crown Consulting, Inc. under EIN 52-1541418 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $23,550,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crown Consulting, Inc.
- EIN
- 52-1541418
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $23,550,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20240926111612NAL0000679313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,550,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,550,068
- Net assets (BOY)
- $19,009,313
Income & contributions
- Employer contributions
- $581,702
- Participant contributions
- $1,575,896
- Total contributions
- $3,478,306
- Total income / additions
- $6,664,308
Expenses & distributions
- Benefits paid
- $2,007,662
- Administrative expenses
- $123,658
- Total expenses
- $2,131,320
- Net increase / (decrease)
- $4,532,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Planners & Administrator | CONSULTING | $16,847 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $10,353 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $4,333 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crown Consulting, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Retirement Planners & Administrator — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation